LPL Financial’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393M | Buy |
1,260,890
+211,238
| +20% | +$65.9M | 0.13% | 148 |
|
|
2025
Q1 | $550M | Buy |
1,049,652
+63,948
| +6% | +$33.5M | 0.21% | 108 |
|
|
2024
Q4 | $499M | Buy |
985,704
+89,760
| +10% | +$45.4M | 0.2% | 109 |
|
|
2024
Q3 | $524M | Buy |
895,944
+64,947
| +8% | +$38M | 0.23% | 95 |
|
|
2024
Q2 | $423M | Buy |
830,997
+38,479
| +5% | +$19.6M | 0.21% | 100 |
|
|
2024
Q1 | $392M | Sell |
792,518
-10,493
| -1% | -$5.19M | 0.21% | 100 |
|
|
2023
Q4 | $423M | Buy |
803,011
+60,430
| +8% | +$31.8M | 0.26% | 84 |
|
|
2023
Q3 | $375M | Buy |
742,581
+74,446
| +11% | +$37.5M | 0.26% | 87 |
|
|
2023
Q2 | $321M | Buy |
668,135
+10,311
| +2% | +$4.96M | 0.23% | 92 |
|
|
2023
Q1 | $311M | Sell |
657,824
-12,588
| -2% | -$5.95M | 0.24% | 91 |
|
|
2022
Q4 | $355M | Buy |
670,412
+54,502
| +9% | +$28.9M | 0.3% | 69 |
|
|
2022
Q3 | $311M | Buy |
615,910
+11,870
| +2% | +$5.99M | 0.3% | 72 |
|
|
2022
Q2 | $310M | Buy |
604,040
+44,869
| +8% | +$23M | 0.29% | 71 |
|
|
2022
Q1 | $285M | Buy |
559,171
+40,595
| +8% | +$20.7M | 0.25% | 83 |
|
|
2021
Q4 | $260M | Buy |
518,576
+53,834
| +12% | +$27M | 0.22% | 92 |
|
|
2021
Q3 | $182M | Buy |
464,742
+45,698
| +11% | +$17.9M | 0.17% | 116 |
|
|
2021
Q2 | $168M | Buy |
419,044
+30,479
| +8% | +$12.2M | 0.17% | 112 |
|
|
2021
Q1 | $145M | Buy |
388,565
+19,140
| +5% | +$7.12M | 0.17% | 114 |
|
|
2020
Q4 | $130M | Buy |
369,425
+39,328
| +12% | +$13.8M | 0.17% | 118 |
|
|
2020
Q3 | $103M | Buy |
330,097
+13,871
| +4% | +$4.32M | 0.16% | 126 |
|
|
2020
Q2 | $93.3M | Buy |
316,226
+18,462
| +6% | +$5.45M | 0.16% | 127 |
|
|
2020
Q1 | $74.3M | Buy |
297,764
+7,699
| +3% | +$1.92M | 0.16% | 125 |
|
|
2019
Q4 | $85.3M | Buy |
290,065
+7,401
| +3% | +$2.18M | 0.16% | 125 |
|
|
2019
Q3 | $61.4M | Buy |
282,664
+14,422
| +5% | +$3.13M | 0.13% | 148 |
|
|
2019
Q2 | $65.5M | Buy |
268,242
+48,353
| +22% | +$11.8M | 0.14% | 133 |
|
|
2019
Q1 | $54.4M | Buy |
219,889
+20,034
| +10% | +$4.95M | 0.12% | 150 |
|
|
2018
Q4 | $49.8M | Buy |
199,855
+4,723
| +2% | +$1.18M | 0.13% | 138 |
|
|
2018
Q3 | $51.9M | Buy |
195,132
+17,669
| +10% | +$4.7M | 0.12% | 144 |
|
|
2018
Q2 | $43.5M | Sell |
177,463
-7,015
| -4% | -$1.72M | 0.11% | 155 |
|
|
2018
Q1 | $39.5M | Buy |
184,478
+24,602
| +15% | +$5.26M | 0.11% | 175 |
|
|
2017
Q4 | $35.2M | Buy |
159,876
+12,753
| +9% | +$2.81M | 0.11% | 173 |
|
|
2017
Q3 | $28.8M | Buy |
147,123
+51,450
| +54% | +$10.1M | 0.1% | 177 |
|
|
2017
Q2 | $17.7M | Buy |
95,673
+57,120
| +148% | +$10.6M | 0.07% | 233 |
|
|
2017
Q1 | $6.38M | Sell |
38,553
-3,429
| -8% | -$568K | 0.04% | 355 |
|
|
2016
Q4 | $6.78M | Buy |
41,982
+3,252
| +8% | +$525K | 0.05% | 321 |
|
|
2016
Q3 | $5.35M | Buy |
38,730
+18,129
| +88% | +$2.51M | 0.05% | 354 |
|
|
2016
Q2 | $2.93M | Sell |
20,601
-117,364
| -85% | -$16.7M | 0.02% | 568 |
|
|
2016
Q1 | $17.5M | Sell |
137,965
-16,095
| -10% | -$2.04M | 0.05% | 299 |
|
|
2015
Q4 | $18M | Buy |
154,060
+67,196
| +77% | +$7.84M | 0.05% | 304 |
|
|
2015
Q3 | $10.4M | Sell |
86,864
-11,332
| -12% | -$1.36M | 0.06% | 283 |
|
|
2015
Q2 | $12M | Sell |
98,196
-3,158
| -3% | -$386K | 0.06% | 275 |
|
|
2015
Q1 | $11.9M | Sell |
101,354
-4,044
| -4% | -$475K | 0.06% | 272 |
|
|
2014
Q4 | $10.7M | Buy |
105,398
+9,046
| +9% | +$914K | 0.06% | 283 |
|
|
2014
Q3 | $8.18M | Sell |
96,352
-3,157
| -3% | -$268K | 0.05% | 313 |
|
|
2014
Q2 | $8.14M | Sell |
99,509
-9,446
| -9% | -$772K | 0.05% | 324 |
|
|
2014
Q1 | $8.93M | Buy |
108,955
+3,451
| +3% | +$283K | 0.05% | 296 |
|
|
2013
Q4 | $7.94M | Buy |
105,504
+4,120
| +4% | +$310K | 0.05% | 310 |
|
|
2013
Q3 | $7.58M | Buy |
101,384
+16,868
| +20% | +$1.26M | 0.05% | 311 |
|
|
2013
Q2 | $5.53M | Buy |
+84,516
| New | +$5.53M | 0.04% | 346 |
|